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23 Oct 2024

Full-Time Wealth Advisor- NH (Req#2674)

Eastern Bank – Posted by Eastern Bank New Hampshire, United States

Job Description

Location: Portsmouth, NH and Manchester, NH

Summary:
Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts.

Responsibilities:

  • Manages assigned client relationships, including all aspects of opening, administering, and closing of client accounts.
  • Assists clients in person, via telephone, and by email with any ongoing client service activities, including requests for, or changes to, account information and Bank services, as authorized; takes lead service role with certain clients.
  • Oversees set-up of new clients within portfolio on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information.
  • Identifies and escalates opportunities for process improvement.
  • Assists, as requested, with business development opportunities.
  • Engages with other lines of business within Bank to fully serve clients’ financial needs.
  • Participates in required annual Administrative Reviews of accounts.
  • Provides expertise, guidance, and skill development support to other team members.
  • May directly supervise work of Client Service Associates and/or Senior Client Service Associates.
  • Performs additional duties, as assigned.

Qualifications:

  • Bachelor’s degree in business, finance, or related field. MBA preferred.
  • Ability to generate net new business is a plus
  • Completion of multi-year Trust School program preferred.
  • Certified Trust & Financial Advisor (“CTFA”) designation preferred.
  • Minimum 7 years’ experience in financial services, including 4 years of direct client management.
  • Proven analytical and decision-making skills, with effective problem resolution.
  • Excellent communication skills, both verbal and written, including proper business letter and email writing.
  • Excellent client service skills.
  • Strong computer skills, including office software such as word processing, spreadsheet, and presentation applications.
  • Ability to prioritize, juggle a variety of tasks, and interact with staff at all levels.
  • Attention to detail.
  • Positive attitude, team player, and willingness to accept new assignments and pitch-in.
  • Valid driver’s license

Working Conditions/Physical Demands:

  • Normal office environment.
  • Frequent sitting and standing at a desk.
  • Heavy keyboard use.
  • 10% – 15% driving time.
  • Hybrid Role
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How to Apply

Use the link below, to apply: https://gka.fa.us1.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/2674/?utm_medium=jobshare

Job Categories: Equal Opportunities. Job Types: Full-Time. Job Tags: #WealthManagementSales&Service and Banking. Salaries: Not Disclosed.

Job expires in 68 days.

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